Pensions & Retirement Planning

Pensions & Retirement Planning

We are specialists in pensions and have the knowledge to provide clients with the best possible pension planning advice. We keep up to date on all the rules and regulation and make sure our clients pensions are structured to their benefit.

We will carry out a detailed review of your existing pension policies and make recommendations on improvements where necessary in terms of investment strategy and charges.

Types of Pensions we advise on:

Personal Pensions

Company Pensions

Buy-Out Bonds

PRSAs

Self Adminstered Pension Funds

Group Pension Schemes

Post-retirement pensions – ARF/AMRF

Retirement Planning:

We set retirement income goals and assess the progress towards the goal every year.

We select the most appropriate investment strategy for each stage of your journey between now and retirement.